Lenox Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Lenox Wealth Advisors’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5	Closed	–	–	997
2021 Q4	$0	Buy	+5	New	+$398	﹤0.01%	1009
2017 Q4	–	Sell	-79	Closed	-$7K	–	459
2017 Q3	$7K	Buy	+79	New	+$7.01K	﹤0.01%	75

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lenox Wealth Advisors's VDE Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2022, closing a stake of 5 shares.

Lenox Wealth Advisors first reported a position in VDE in Q3 2017 and held it in 2 quarters. The position peaked at $7K in Q3 2017. 540 funds tracked by Wall St. Rank hold VDE as of Q1 2022.

Lenox Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 5 Vanguard Energy ETF shares in Q1 2022.
Lenox Wealth Advisors first reported a position in Vanguard Energy ETF in Q3 2017 and held it in 2 quarters.
Lenox Wealth Advisors's Vanguard Energy ETF position peaked at $7K in Q3 2017.
540 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.